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iShares S&P 500 Growth ETF
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Overview Fund Activity

548 hedge funds and large institutions have $9.27B invested in iShares S&P 500 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 213 increasing their positions, 146 reducing their positions, and 21 closing their positions.

Holders
548
Holders Change
+54
Holders Change %
+10.93%
% of All Funds
13.72%
Holding in Top 10
72
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.5%
% of All Funds
1.8%
New
82
Increased
213
Reduced
146
Closed
21
Calls
$5.98M
Puts
$12.7M
Net Calls
-$6.71M
Net Calls Change
-$18.3M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$708M
2
HI
2
Horizon Investments
North Carolina
$244M
3
CS
3
Credit Suisse
Switzerland
$111M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.24B
5
Wells Fargo
5
Wells Fargo
California
$829M

Top Sellers

1
State Street
1
State Street
Massachusetts
$0
2
SMA
2
Simply Money Advisors
Ohio
$1.02M
3
UCFA
3
United Capital Financial Advisors
Texas
$43.3M
4
FA
4
FCG Advisors
New Jersey
$9.47M
5
M&T Bank
5
M&T Bank
New York
$348M
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
526
Meeder Asset Management
Ohio
$22K 178 – –
CWM
527
Catamount Wealth Management
Connecticut
$21K 169 – –
ACS
528
Archford Capital Strategies
Illinois
$21K 174 – –
HDIM
529
Hanson & Doremus Investment Management
Vermont
$18.1K 149 – –
GBBWRPM
530
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$17K 138 +138 New
SBL
531
Sargent Bickham Lagudis
Colorado
$16K 135 -888 -87%
WB
532
Webster Bank
Connecticut
$16K 128 +128 New
EA
533
Edge Advisors
Georgia
$14K 115 +115 New
RFM
534
Royal Fund Management
Florida
$13K 107 +107 New
EDRH
535
Edmond de Rothschild Holding
Switzerland
$12K 100 – –
LCM
536
Liberty Capital Management
Michigan
$12K 100 – –
KKAMG
537
Kernodle & Katon Asset Management Group
Arkansas
$12K 96 – –
AA
538
Apriem Advisors
California
$9K 75 -305 -80%
First Manhattan
539
First Manhattan
New York
$9K 78 – –
ADL
540
Asset Dedication LLC
California
$6K 50 – –
CDIA
541
Capital Directions Investment Advisors
Georgia
$6K 50 +50 New
MIM
542
Macroview Investment Management
Maryland
$5K 40 -86 -68%
CFG
543
CKW Financial Group
Hawaii
$3K 27 – –
BBHC
544
Brown Brothers Harriman & Co
New York
$3K 28 – –
EWM
545
Endurance Wealth Management
Rhode Island
$3K 21 – –
GI
546
Gradient Investments
Minnesota
$2K 19 – –
HR
547
Howe & Rusling
New York
$1K 10 – –
State Street
548
State Street
Massachusetts
– – -597,093 Closed
JFA
549
Johanson Financial Advisors
California
– – -30,198 Closed
Two Sigma Investments
550
Two Sigma Investments
New York
– – -22,525 Closed
19 20 21
22
23